Author Archives: Tricia Hansen

CenterState Wealth Management Investment Strategy Statement January 2, 2018 I. Equity Markets A. Rough December Turns Stocks Negative on the Year. Growing concerns over a significant slowdown in the economy’s growth rate in 2019, possibly even turning into a recession, drove stock prices lower during October. Those fears remained in place and became even more […]

CenterState Wealth Management Investment Strategy Statement December 3, 2018 I. Equity Markets A. Federal Reserve Tries to Walk Back Chairman Powell’s October Comments. In last month’s ISS, we blamed growing fears over the Federal Reserve’s efforts to raise interest rates as the key reason for the -9.4% drop in the S&P 500 from the end […]

CenterState Wealth Management Investment Strategy Statement November 1, 2018 I. Equity Markets A. Stocks Drop as Investors Increasingly Fear a Tighter Monetary Common stocks suffered through a sudden and sharp decline during October, with the S&P 500 and the DJIA giving back all of their 2018 gains to the lows recorded on October 29. Pundits […]

CenterState Wealth Management Investment Strategy Statement September 4, 2018 I. Equity Markets A. Political and Legal Drama, Trade Developments, and Higher Stock Hardly a day went by last month without a significant headline coming our way. However, those headlines were just as likely to give investors angst about their investments as they were to provide […]

CenterState Wealth Management Investment Strategy Statement August 1, 2018 I. Equity Markets A. Trade Truce with the European Union. We mentioned in last month’s ISS that the heated trade rhetoric between the U.S. and our major trading partners, particularly China, escalated to the point that it drowned out almost all other economic issues as June […]

CenterState Wealth Management Investment Strategy Statement July 1, 2018 I. Equity Markets A. Escalation of Trade Tensions Takes a Toll on Common Stocks. Hardly a day went by last month without a significant and meaningful headline coming our way. With Donald Trump unable to win trade concessions from his Canadian, Mexican, and European Union counterparts […]

CenterState Wealth Management Investment Strategy Statement June 1, 2018 I. Equity Markets A. Strong Earnings, Trade Tensions, and Euro Zone Uncertainty. After trading slightly lower over the first four months of 2018, common stocks advanced across the board during May — particularly so for technology and small company stocks — primarily on the back of […]

CenterState Wealth Management Investment Strategy Statement May 1, 2018 I. Equity Markets A. Trade Fears Subside, Late Cycle Stimulus Fears Rise. Investors pushed aside the worries over tariffs and trade wars last month, that had so dominated the discourse during March, and returned to the worries associated with late cycle fiscal stimulus, namely inflation and […]

CenterState Wealth Management Investment Strategy Statement April 2, 2018 I. Equity Markets A. Threats of Protectionist Trade Policies Undercut Stock Prices. The tone and tenor in the stock market has changed dramatically since new all-time highs were recorded on January 26, placing the rally in common stocks at a crossroads. The surge in optimism and […]

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